(FTLS) Long/Short Equity - NYSE

ETF Category: Long-Short Equity | Exchange: NYSE (USA) | Market Cap: 2.346m USD | Total Return: 11.3% in 12m

Equity Securities, Exchange Traded Funds, Index Futures
Total Rating 44
Safety 43
Buy Signal -0.37
Long-Short Equity
Category Rotation: -10.1
TER: 1.46%
AUM: 2.35B
Avg Turnover: 8.01M
Risk 3d forecast
Volatility10.4%
VaR 5th Pctl1.93%
VaR vs Median3.24%
Reward TTM
Sharpe Ratio0.97
Rel. Str. IBD37.9
Rel. Str. Peer Group12.5
Character TTM
Beta0.526
Beta Downside0.553
Hurst Exponent0.393
Drawdowns 3y
Max DD11.69%
CAGR/Max DD1.12
CAGR/Mean DD8.63

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: FTLS Long/Short Equity

The First Trust Long/Short Equity ETF (FTLS) utilizes a long-short strategy by maintaining at least 80% exposure to U.S. exchange-listed equities and ETFs. The fund seeks to manage volatility and capture alpha by holding long positions in undervalued securities while shorting those expected to underperform. To enhance capital efficiency or hedge market risk, the fund may allocate up to 20% of its assets to U.S. equity index futures.

The long-short model is a staple of the alternative investment sector, designed to provide market exposure with lower correlation to traditional long-only benchmarks. By utilizing investment borrowings, the fund can increase its gross exposure beyond its net asset value, a common practice in leveraged ETF structures. Analyzing how these positions align with current market trends on ValueRay can provide further clarity on the funds risk profile.

Headlines to Watch Out For
  • Relative performance of long versus short equity selections
  • Market volatility impacts short position hedging effectiveness
  • Federal Reserve policy shifts influence equity risk premia
  • Management fee structure relative to active long-short peers
What is the price of FTLS shares?

As of June 29, 2026, the stock is trading at USD 73.07 with a total of 147,905 shares traded. Over the past week, the price has changed by -1.64%, over one month by -1.58%, over three months by +5.52% and over the past year by +11.26%.

Current recommended Stop Loss: 72.20 (which is 1.2% or 1.4 ATR below the current price).

Is FTLS a buy, sell or hold?

Long/Short Equity has no consensus analysts rating.